Tali FAQ Articles

Tali FAQ Articles

Dan Wakenshaw avatar Becky Watson avatar
47 articles in this collection
Written by Dan Wakenshaw and Becky Watson

How do I refund ParentPay when refunds exceed online income?

Refunding ParentPay when refunds exceed online income
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I add interest and charges made by my bank?

Add interest and bank charges made by the bank
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I correct the value of a cashed cheque?

Correct the value of a cashed cheque
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I see my account balances?

See account balances
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I see information from a previous closed year?

See information from a previous closed year
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I see what transactions are owed at period end?

See transactions owed at period end
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I see who has or hasn't paid?

See who's paid and who hasn't
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I select a different bank account to reconcile?

Select a different bank account to reconcile
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How can I update staff members?

Update staff members
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I cancel a paying-in slip?

Cancel a paying-in slip
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I cancel items from a previous year?

Cancel items from a previous year
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I cancel transactions?

Cancel transactions
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I change my school / academy name?

Change your school or academy name
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I change to a new bank?

Change to a new bank
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I configure my browser?

Configure browsers
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I deal with a duplicated cheque or paying-in slip number?

Sort out duplicated cheque numbers
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I deal with unpresented cheques/direct debits/credits

Deal with unpresented cheques, direct debits and credits
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I draw a cheque for cash?

Draw a cheque for cash
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I export income transactions from Tali to ParentPay automatically?

Export income transactions from Tali to ParentPay automatically
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I handle unsettled epayments? Eg. ParentPay

Handle unsettled ParentPay epayments
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I import Parentmail transactions?

Importing ParentMail transactions
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I import ParentPay transactions manually?

Import ParentPay transactions manually
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I import Schoolcomms transactions?

Importing Schoolcomms transactions
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I manage accounts?

Manage accounts
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I manage names?

Manage names
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I mark leavers as out of use?

Mark leavers out of use
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I process an Oracle transaction from the City of Edinburgh so I can reconcile my bank account?

Process Oracle transactions from City of Edinburgh
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I reconcile all my banks for period end?

Reconcile all banks for period end
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I record the Universal Infant Free School Meals (UIFSM) being taken?

Record universal infant free school meals (UIFSM) being taken
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I record unpresented debits and credits processed in a previous version so I can reconcile my bank statement?

Record unpresented debits and credits processed in a previous version in order to reconcile bank statement
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I remove duplicated transactions?

Remove duplicated transactions
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I reprint income or expenditure transactions?

Reprinting income or expenditure transactions
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I reprint paying-in slips?

Reprint paying-in slips
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I resolve a bounced cheque?

Resolve bounced cheques
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I resolve transactions not being imported?

Resolve transactions not being imported
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I reverse uncashed cheques?

Reverse uncashed cheques
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I see unreconciled items?

See unreconciled items
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I set up for Universal Infant Free School Meals (UIFSMs)?

Set up for Universal Infant Free School Meals
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I split income and expenditure?

Splitting income and expenditure
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How do I transfer amounts?

Transfer amounts between accounts and names
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I unreconcile a bank statement?

Unreconcile a bank statement
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I update my student names?

Update student names from Sims manually
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How do I update the Register App?

Update the Register App
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How does Gift Aid work?

How Gift Aid Works in Tali
Dan Wakenshaw avatar
Written by Dan Wakenshaw
Updated over a week ago

How to Transfer ParentPay Payments so you can Reconcile your Bank Statements

Transfer ParentPay payments to reconcile bank statements
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

How to transfer sQuid payments so you can reconcile your bank statements

Transfer sQuid payments to reconcile bank statements
Becky Watson avatar
Written by Becky Watson
Updated over a week ago

What should I do if I think that transactions are not being imported automatically?

Resolve transactions not being imported automatically in Tali
Becky Watson avatar
Written by Becky Watson
Updated over a week ago